Branch Operations Marketing and Client Services Coordinator

Baird; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Baird in Houston seeks an adaptable administrative coordinator to support client service and marketing activities within the Private Wealth Management branch. The role emphasizes professional communication and strong organizational skills to assist financial advisors and internal teams.

Responsibilities include managing CRM, supporting social media efforts, coordinating events, and handling daily office operations to ensure smooth client service delivery and branch performance.

Qualifications

• 1+ years customer service or administrative experience, preferably in financial services.
• Strong technology aptitude and ability to learn new tools, including AI-enabled solutions.

Responsibilities

• Answer inquiries from internal associates and business partners; liaise between financial advisors and PWM support teams.
• Assist the Social Media strategy for the branch (LinkedIn, Website, X, etc.).
• Maintain CRM system and use it for client communications, reporting and mailings.
• Plan, coordinate and arrange vendor luncheons; manage conference rooms and office supplies.
• Sort, process and route mail; copy, fax, and file materials as needed.
• Log compliance files and prepare branch daily reports.

Skills

Customer service

Administrative tasks

Technology aptitude

Verbal communication

Problem solving

Organizational skills

Microsoft Office

CRM systems

AI-enabled tools

Education

High school diploma

Associate/Bachelor’s degree preferred

Tools

Microsoft Office

CRM platforms

Job description

Baird in Houston seeks an adaptable administrative coordinator to support client service and marketing activities within the Private Wealth Management branch. The role emphasizes professional communication and strong organizational skills to assist financial advisors and internal teams.

Responsibilities include managing CRM, supporting social media efforts, coordinating events, and handling daily office operations to ensure smooth client service delivery and branch performance.